Stock TransactionsHEALTHEQUITY INC

Total Bought
2,823,865
82 transactions
Total Sold
4,217,913
92 transactions
Net
-1,394,048
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WESTFIELD CAPITAL MANAGEMENT CO LP563,3891,265,208+701,8190.240.56+0.31buy
AQR CAPITAL MANAGEMENT LLC445,6531,107,448+661,7950.040.100.00buy
VANGUARD GROUP INC8,821,8388,502,706+319,1320.010.020.00sell
Premier Fund Managers Ltd409,992612,927+202,9351.332.35+1.02buy
Artisan Partners Limited Partnership429,395621,647+192,2520.060.10+0.03buy
NATIXIS ADVISORS, LLC188,05931,731+156,3280.030.010.00sell
CIBC Private Wealth Group LLC978,3141,127,054+148,7400.160.210.00buy
Greenhouse Funds LLLP765,185911,815+146,6303.173.94+0.77buy
MILLENNIUM MANAGEMENT LLC588,687475,392+113,2950.060.060.00sell
Allspring Global Investments Holdings, LLC884,830796,472+88,3580.140.140.00sell
ROYAL BANK OF CANADA406,234474,587+68,3530.010.010.00buy
SEGALL BRYANT & HAMILL, LLC100,591165,742+65,1510.140.24+0.11buy
GENEVA CAPITAL MANAGEMENT LLC1,043,7541,108,241+64,4871.721.94+0.22buy
AMERIPRISE FINANCIAL INC669,939732,434+62,4950.020.02+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/639,345700,369+61,0240.010.01+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND140,155195,041+54,8860.020.03+0.01buy
Granahan Investment Management, LLC59,539100,417+40,8780.260.43+0.17buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC725,551686,672+38,8790.160.170.00sell
OPPENHEIMER ASSET MANAGEMENT INC.75,206106,922+31,7160.080.130.00buy
NEXT CENTURY GROWTH INVESTORS LLC98,268129,465+31,1970.771.05+0.28buy
AXIOM INVESTORS LLC /DE93,654124,269+30,6150.080.11+0.03buy
FRONTIER CAPITAL MANAGEMENT CO LLC90,160112,597+22,4370.090.11+0.02buy
GDS Wealth Management68,00787,287+19,2800.510.67+0.15buy
FRED ALGER MANAGEMENT, LLC10,90229,974+19,0720.010.01+0.01buy
PRINCIPAL FINANCIAL GROUP INC266,841248,754+18,0870.010.010.00sell
RENAISSANCE GROUP LLC56,81173,955+17,1440.220.30+0.08buy
WCM INVESTMENT MANAGEMENT, LLC232,641248,950+16,3090.050.06+0.01buy
Avidity Partners Management LP78,00092,000+14,0001.421.93+0.51buy
Legal & General Group Plc149,324163,248+13,9240.000.00+0.00buy
Montanaro Asset Management Ltd15,30028,100+12,8000.400.76+0.36buy
Aubrey Capital Management Ltd26,00036,500+10,5000.921.39+0.47buy
HARBOR CAPITAL ADVISORS, INC.38,93048,631+9,7010.160.210.00buy
RHUMBLINE ADVISERS269,977277,915+7,9380.020.030.00buy
OBERWEIS ASSET MANAGEMENT INC/105,900113,820+7,9200.470.52+0.05buy
JANUS HENDERSON GROUP PLC845,039852,595+7,5560.040.040.00buy
Covea Finance32,00039,200+7,2000.130.15+0.02buy
VICTORY CAPITAL MANAGEMENT INC186,870193,181+6,3110.020.01-0.00buy
ExodusPoint Capital Management, LP8,82714,319+5,4920.010.020.00buy
INTECH INVESTMENT MANAGEMENT LLC56,77551,369+5,4060.060.05-0.00sell
TEXAS PERMANENT SCHOOL FUND CORP38,14732,934+5,2130.030.040.00sell
EFG Asset Management (North America) Corp.39,41944,594+5,1750.580.66+0.08buy
DF DENT & CO INC279,971284,667+4,6960.330.38+0.05buy
STRS OHIO11,30015,900+4,6000.000.01+0.00buy
ASHFORD CAPITAL MANAGEMENT INC274,999279,404+4,4053.133.44+0.31buy
GEODE CAPITAL MANAGEMENT, LLC2,142,7922,147,178+4,3860.020.020.00buy
CIM INVESTMENT MANAGEMENT INC3,9077,834+3,9270.080.15+0.07buy
MOODY ALDRICH PARTNERS LLC67,88071,215+3,3351.261.44+0.19buy
ABLE Financial Group, LLC22,67125,845+3,1740.560.65+0.09buy
Penn Capital Management Company, LLC11,26814,359+3,0910.100.13+0.03buy
New Age Alpha Advisors, LLC22,17525,033+2,8580.090.12+0.03buy
PEREGRINE CAPITAL MANAGEMENT LLC93,33295,778+2,4460.270.30+0.03buy
LAZARD ASSET MANAGEMENT LLC385,370387,801+2,4310.050.060.00buy
Chesley Taft & Associates LLC12,62215,045+2,4230.050.07+0.02buy
Vanguard Personalized Indexing Management, LLC8,37610,639+2,2630.010.010.00buy
CANADA LIFE ASSURANCE Co68,75466,921+1,8330.010.01+0.00sell
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS20,71622,258+1,5420.010.01+0.00buy
NBW CAPITAL LLC51,98653,514+1,5281.021.21+0.19buy
Zurcher Kantonalbank (Zurich Cantonalbank)21,98823,165+1,1770.010.010.00buy
STEPHENS INC /AR/5,3436,422+1,0790.010.01+0.00buy
ProShare Advisors LLC22,26921,347+9220.000.000.00sell
YOUSIF CAPITAL MANAGEMENT, LLC30,83730,087+7500.030.040.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO92,81493,547+7330.030.030.00buy
ALPS ADVISORS INC8,8248,115+7090.000.000.00sell
COMMERCE BANK6,0305,343+6870.000.000.00sell
LOS ANGELES CAPITAL MANAGEMENT LLC18,19617,536+6600.010.010.00sell
GUGGENHEIM CAPITAL LLC14,05013,397+6530.010.010.00sell
SUMMITRY LLC2,2732,884+6110.010.01+0.00buy
Skandinaviska Enskilda Banken AB (publ)1,0711,673+6020.070.00-0.07buy
LEVEL FOUR ADVISORY SERVICES, LLC3,3803,972+5920.010.02+0.00buy
GREENLEAF TRUST2,4072,943+5360.000.00+0.00buy
Radnor Capital Management, LLC6,0406,565+5250.090.11+0.02buy
SHELL ASSET MANAGEMENT CO2,4351,998+4370.010.010.00sell
Retirement Systems of Alabama214,384214,787+4030.070.08+0.01buy
Beck Bode, LLC5,3755,771+3960.090.10+0.01buy
Hennion & Walsh Asset Management, Inc.3,1373,530+3930.010.01+0.00buy
Narus Financial Partners, LLC5,7915,996+2050.170.20+0.02buy
Gibbs Wealth Management2,2902,471+1810.050.05+0.00buy
RiverPark Advisors, LLC2,0062,176+1700.140.14+0.00buy
DIVERSIFY WEALTH MANAGEMENT, LLC90,35490,523+1690.580.52-0.06buy
NORDEA INVESTMENT MANAGEMENT AB59,56859,732+1640.010.01+0.00buy
SHEETS SMITH WEALTH MANAGEMENT8,2628,419+1570.090.10+0.01buy
ELEVATION POINT WEALTH PARTNERS, LLC3,4103,562+1520.030.030.00buy
PEAPACK GLADSTONE FINANCIAL CORP2,3442,456+1120.000.00+0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,67617,776+1000.030.030.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM20,72220,822+1000.010.01+0.00buy
Aviso Financial Inc.1,7931,882+890.010.01+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC19,26819,342+740.030.03+0.00buy
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI15,63315,685+520.110.13+0.01buy
Rakuten Securities, Inc.152+510.000.00+0.00buy
Optiver Holding B.V.840883+430.000.000.00buy
Dakota Wealth Management2,7942,833+390.010.01+0.00buy
MCF Advisors LLC104140+360.000.00+0.00buy
NorthCrest Asset Manangement, LLC6,4116,445+340.020.02+0.00buy
Portside Wealth Group, LLC2,6672,699+320.040.04+0.00buy
Fifth Third Wealth Advisors LLC2,7932,800+70.010.01-0.00buy
FARMERS & MERCHANTS INVESTMENTS INC6369+60.000.000.00buy
Forum Financial Management, LP2,2912,296+50.000.00+0.00buy
Vermillion & White Wealth Management Group, LLC3841+30.000.00+0.00buy
1620 INVESTMENT ADVISORS, INC.2,0972,090-70.140.16+0.01sell
CONGRESS ASSET MANAGEMENT CO68,25368,241-120.050.05+0.00sell
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